Associate Relationship Manager

Cfe Federal Credit Union • Lake Mary, FL

29d • Onsite

About The Position

We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!? SUMMARY: Addition Financial Credit Union is seeking a motivated, hands-on team player with a high level of independence who is willing to be flexible and work on a variety of tasks to support our Community Engagement and Partnerships Department. The Community Engagement and Partnership Specialist is responsible for coordinating various community events to promote Addition Financial and generate account growth. The Specialist works with department relationship managers at all college partners, school districts, and local business partners to promote the credit union in a positive way. The job duties of a Specialist also include facilitating financial education, growing membership and building professional connections/partnerships.

Requirements

• High School diploma or GED Equivalent
• Participate in community and professional organizations and associations
• Operations in Credit Union or other retail banking experiences
• Symitar
• Synapsys
• Proficiency in Excel

Responsibilities

• Deepen relationships with partners and surrounding communities while also developing new partnerships in the communities we serve.
• Responsible for membership growth through accounts opened with credit union
• Build awareness and support for the Addition Financial brand
• Facilitate and ambassador financial education workshops
• Plan, organize, and execute community events to enhance relationships between Addition Financial and community partners
• Assist Relationship Managers with back up support to maintain cohesive community relationships and partnerships
• Facilitate new hire orientation with school districts and other businesses
• This role requires travel to all the counties we serve, approximately 70% of the time. Required travel Is reimbursed.
• Performs other duties and responsibilities as assigned by management
• Bilingual (Spanish Speaking) strongly preferred

Benefits

• 401k with profit sharing contribution
• Comprehensive medical, dental and vision coverage from leading insurance providers
• Continuing education and up to $5,000 in tuition assistance annually
• Generous vacation and sick pay
• Paid parental leave and volunteer time off
• Major holidays off including Federal holidays that many other industries don't observe
• Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED